Executive Wealth Services
We specialise in Lump Sum Investments, Inheritance Tax Planning, ISA Transfers, Pension Transfers.
We can advise you on
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Accident & sickness
Income protection insurance
Payment protection insurance
Capital gains tax
Group Protection/Life Insurance
Last authorised 6th July 2020
Meet our advisers
Chartered Financial Planner
Qualifications & Accreditations
APFS - Associate, Personal Finance Society (PFS)
To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
What our clients say
David helped me arrange my life assurance investment and pension affairs in order removing the hassle and administration burden which had built up. Many thanks
Thank you so much for all your help pre and post retirement. Couldn't have done it without you.
David has helped me and my family manage our affairs for many years now. Highly recommended to anyone thinking of engaging an adviser.
Executive Wealth Sevices is a highly regarded financial planning firm based in the centre of Edinburgh.
· Fairness - we charge our clients explicit fees that are commensurate to the service that we are delivering
· Value - we aim to maximise the value for the client by delivering the service at the best price
· Client needs - we have built our propositions around what our clients need and want.
The more you know about us, the more you will want to get to know us.
Where to find us
Head office address: 21-23 Thistle Street, Edinburgh, EH2 1DF
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Choose an Unbiased exclusive special offer:
Online (Live chat, video, email)
Face to face